Waycross Partners is an investment management firm offering five main investment strategies: Managed Risk Equity, Opportunity, Focused Core Equity, Diversified Core Equity, and Advantage. They also offer the Waycross Premier Fund, a fund of fund strategy. These strategies are available through separately managed accounts, pooled investment vehicles, or third-party platforms. Waycross works with institutional and high net worth individuals.
Assets Under Management$870M
Clients48
AdvisorsN/A
Avg. per Client$18M
Avg. per AdvisorN/A
www.linkedin.com/company/waycross-partners ·www.waycrossfunds.com/home.html ·www.waycrosspartners.com
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fee schedule is for the Waycross Focused Core Equity Strategy. Fees may be modified for large accounts or waived for employees, partners, and immediate family members of Waycross GP, LLC, or Waycross.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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